Past-due case

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1140 Willow Bend Street

Reminded
Jordan & Riley Calloway
(720) 555-0148
jordan.calloway@example.com
$1,875 past due
of $1,875 unpaid · 8 days behind (oldest unpaid charge 13 Sep 2026)
Alex Morgan
assignee
Fri 25 Sep agreed
date agreed to · tenant reply

Notes

Shown on the board to everybody. What is being done about this one, and why — a payment plan, a cheque in the post, a posting error in Rentvine.

Date agreed to

Reminder pending

If the tenant has agreed to pay on a particular day, put it here. On that day Leslie reminds the tenant by text and email and the manager by email. The reminder ladder keeps running either way — the balance is still owed, and an agreed date is something to hold them to rather than a reason to stop asking.

Handled by hand

Stops Leslie's messages for this episode without touching the books. Say why — it goes on the board and on the timeline, so whoever reads this next knows what happened.

Conversation

3 messages
Hi Jordan, this is Leslie with Peakline Property Management. A quick reminder that your rent balance of $1,875 at 1140 Willow Bend Street is past due. Could you let me know when you'll be able to settle it? If anything looks off, just reply here.Leslie · Sep 21, 9:00 AM
Hey Leslie — rent hits my account after the 15th every month. I can have the full $1,875 to you by the 20th.Jordan & Riley Calloway · Sep 21, 2:00 PM
Thanks Jordan, that's helpful. I've noted the 20th and passed it along to your manager, Alex. The balance stays on the account until it clears, but I've got you down to pay by then. Appreciate you letting me know.Leslie · Sep 21, 3:00 PM

Case history

Sep 18, 8:00 AMCase opened — $1,875 past due on the ledger.
Sep 21, 9:00 AM1st reminder sent by text and email.
Sep 21, 3:00 PMTenant replied; agreed pay date recorded for the 20th.
This is sample data — that action works in the real product.